Hiya folks – the printing press is rolling on the new Small Business Server 2008 (SBS) book and I thought I would post up the Table of Contents (TOC) so you could see what the heck we’re talkin’ about.
I wrote this book with Philip Elder and I am really pleased with the outcome SBSers, Small Business Specialists (SBSC) and SMB consultants and channel partners can all benefit!
Contents
About The Authors ix
Philip Elder ix
Harry Brelsford x
Acknowledgements xiii
Methodology xv
Preface xv
Real World xvi
Microsoft SBS Team and Partner Insights xvi
Tips xvi
Notes xvi
Usual Stuff xvii
Texas and Canadian Accent xvii
Warning: HUMOR! xviii
Organization xviii
Part 1: Small Business Server 2008 Deployment xviii
Part 2: Extending Small Business Server 2008 xviii
Part 3: Small Business Server Administration xviii
Part 4: Small Business Server Advanced Topics xix
Appendix Matter xix
High Standards xix
Reader Feedback xx
SECTION ONE – Small Business Server 2008 Deployment
Chapter 1: Welcome to Small Business Server 2008 1-1
Defining SBS 1-2
Cost-Effective, Cost-Efficient Crowd 1-3
Larger-Than-Life Image Crowd 1-3
SBS Feature Creatures 1-3
SBS Zen Crowd 1-10
The Big B Crowd: Small BUSINESS Server 1-11
Converters 1-12
Linux Lovers 1-12
Peer-To-Peer Upgraders 1-12
Windows Servers (NT, 2000, 2003, 2008) 1-13
Soon-To-Be Newly Networked 1-13
Novell NetWare Converters 1-13
The I want to get secure access from the Interneters 1-13
Finder, Minder, Grinder 1-14
Finder 1-14
Minder 1-15
Grinder 1-15
SBS Philosophy 101 1-16
The Small Business 1-16
SBS Consultant 1-19
Microsoft 1-20
Deciding Whether SBS Is for You 1-21
Client Access License Limit 1-22
Four Walls 1-22
One Business, Two Businesses, Three Businesses, Four 1-23
Single Domain, No Workgroups 1-24
Real SKUs 1-24
Cost/Benefit Analysis 1-25
Business Reasons for SBS 1-26
Microsoft SBS Design Goals 1-27
Defining the SBS Market: The Small Business Model 1-27
Attitude 1-28
Affluence 1-29
Expertise 1-30
Defining the SBS Market: The Small Business Model 1-31
SBS Architecture 1-32
Root of Forest and a Single Domain 1-33
Single Server in Standard and Second Server in Premium 1-33
End-User Workstations 1-34
User Applications 1-34
Server-Based Business Applications 1-35
SBS Ecosystem 1-35
Windows SBS Consoles 1-35
Microsoft Server Applications 1-36
Windows Server 2008 1-36
User Mode 1-36
Kernel Mode 1-37
Bringing It All Together 1-37
Competitive Analysis 1-39
SBS 2008 Product Pre-Launch, Launch, and Availability 1-43
The Future of SBS 1-43
Summary -44
Chapter 2: Small Business Server Design and Planning 2-1
Springer Spaniels Limited 2-2
SBS Project Management 2-4
Planning Phase 2-5
Early Planning Questions 2-5
Existing Network Layout 2-6
Check Existing Infrastructure 2-7
List of SBS Stakeholders 2-10
User List 2-12
Security 2-15
Project Schedule 2-15
Addressing Hardware, Software, and Services
List and Budget Needs 2-16
Proposed Network Layout 2-17
Final Planning Activities 2-18
Server Installation Phase 2-21
Workstation Installation Phase 2-25
Follow-Up Phase 2-26
Celebration Phase 2-27
SBS Expectation Management and Perception 2-27
Scope of Work 2-28
Over-Communicate 2-29
Selecting SBS Service Providers 2-30
SBS Consultants 2-30
Hardware and Software Resellers 2-31
Hardware 2-32
Software 2-32
Wiring and Cabling Contractors 2-33
Telco 2-33
Internet Service Providers 2-34
Advanced Planning Issues 2-34
Software 2-34
Other Software 2-35
Hardware 2-36
SBS Cheapskate, Beware! 2-37
Hardware Necessities 2-37
Windows Server Catalog 2-38
SBS Budgeting 2-38
Summary -39
Chapter 3: Small Business Server Installation 3-1
Preinstallation Tasks 3-4
Unpack and Connect 3-4
Check the Network 3-7
Perform Server Quick Tests 3-8
Backup Data 3-11
Read the Release Notes 3-12
SBS Site Review 3-13
SBS Installation Overview 3-13
SBS OS WinPE Setup (Phase 1) 3-16
SBS Answer File Install (Phase 2) 3-17
SBS Installation and First Input Round (Phase 3) 3-17
SBS Hardware Configuration, Driver Installs,
and Utilities (Phase 4) 3-18
SBS Getting Started Tasks List (Phase 5) 3-19
Connect to the Internet 3-20
Protect Your Data 3-21
Add Users, Computers, and Devices 3-22
Grow Your Business 3-22
Final Configuration and Testing 3-23
Ready, Set, Go 3-24
SBS Setup 3-26
The Getting Started Tasks List Lives! 3-38
OEM Setup Scenario 3-39
Unsupported Devices 3-40
Upgrading to SBS 3-40
Troubleshooting Setup Errors 3-41
Summary -41
Chapter 4: Introduction to the SBS Consoles 4-1
Meet the Windows SBS Consoles 4-2
Windows SBS Console 4-3
SBS Home Page 4-4
Getting Started Tasks 4-4
Users and Groups Tab 4-6
Shared Folders and Web Sites Tab 4-24
Backup and Server Storage Tab 4-29
Security Tab 4-35
Windows SBS Console (Advanced Mode) 4-41
Windows SBS Native Tools Management Console 4-43
Summary -44
Chapter 5: SBS 2008 Deployment 5-1
Post OS Install Configuration Steps 5-2
GUI Customizations 5-4
Windows Explorer 5-4
Desktop Toolbar 5-5
Start Menu 5-6
Notification Area 5-7
Internet Explorer 5-9
Partitioning 5-10
Swap File 5-14
Windows SBS Native Tools Management Console 5-15
Add the Group Policy Management Console 5-16
Quota Templates 5-17
DHCP IPv4 Properties 5-20
DNS Settings 5-22
Default Company Shared Folder 5-23
Mapped Network Drive 5-26
WSUS Sync Schedule 5-30
Definition Updates in WSUS 5-31
Server Updates 5-34
Getting Started Tasks: In Order 5-35
Finish Installation 5-35
Using the Windows SBS Console 5-35
Connect to the Internet 5-35
Connect to the Internet Wizard 5-36
Customer Feedback Options 5-37
Set Up Your Internet Address Wizard 5-38
Configure a Smart Host for Internet E-Mail 5-43
Add a Trusted Certificate 5-44
Protect Your Data 5-48
Configure Server Backup 5-48
Help Protect Your Server with Windows Live
OneCare for Server 5-51
Add Users, Computers, and Devices 5-52
How Can Users Access Computers on the Network? 5-52
Add a New User Account 5-52
Connect Computers to Your Network 5-57
How Can I add a Shared Printer to the Network? 5-67
Grow Your Business 5-67
Set Up Your Microsoft Office Live
Small Business Web Sites 5-67
Summary -67
Small Business Server 2008 Photo Essay 5-69
SECTION TWO – Extending Small Business Server 2008
Chapter 6: Standard Security in SBS 2008 6-1
SPRINGERS Network 6-1
Calyptix (Harry) 6-2
Setup -3
Management 6-6
SonicWALL (Harry) 6-7
Setup -7
WatchGuard (Harry) 6-11
Setup 6-12
Management 6-13
Untangle (Philip) 6-15
Setup 6-17
Management 6-21
Microsoft Internet Acceleration and Security Server (ISA) (Philip) 6-23
The Final Words 6-24
Windows Firewall 6-25
Caveat Emptor 6-25
Summary -25
Chapter 7: Messaging with Exchange 2007 and Outlook 2007 7-1
What You May Already Know About Exchange Server 2007! 7-2
What You May Already Know About Outlook 2007 7-4
Exchange Under the Hood 7-5
Okay—What Is Exchange Server 2007? 7-5
Really Managing Exchange 7-6
Active Directory Users and Computers 7-7
Internet Information Server 7 7-9
Core Windows Server 2008 Services 7-10
Blocking Attachments, E-mails, and Content 7-11
Attachment Blocking 7-11
Spam Filtering 7-12
POP3 Connector 7-13
Advanced Topics 7-14
External Junk Mail Filtering 7-15
M&M’s Site 7-16
Mail Bagging and Multiple MX Records 7-16
Instant Messaging—NOT! 7-17
Exchange Migrations 7-18
Extending Exchange 7-18
Multiple Exchange Servers 7-18
Hosted Exchange 7-18
Outlook 2007 7-19
Sending an E-mail 7-19
Creating an Appointment 7-20
Creating Contacts 7-21
Public Folders 7-22
Attachment Blocking and Warnings 7-23
Junk E-mail 7-27
Junk Users 7-28
Recovery Movement 7-29
Forwarding E-mail to Your Mobile Telephone 7-31
Cached Exchange Mode 7-32
It’s Client, Not Server! 7-32
Extending Outlook 7-32
Outlook Mobile Access (OMA) 7-33
Mobile-side 7-33
Outlook Business Contact Manager 7-35
Next Steps! 7-38
Summary -38
Chapter 8: Collaboration with Windows SharePoint Services 8-1
What’s New 8-1
Companyweb Feature Overview 8-4
SharePoint Libraries 8-4
SharePoint Communications 8-14
SharePoint Tracking 8-21
SharePoint Custom Lists 8-30
SharePoint Web Pages 8-30
Fax Center 8-31
Idle Timeout 8-31
Summary -32
Chapter 9: Mobility and Remote Connectivity 9-1
Remote Web Workplace 9-2
Remote Web Workplace Access 9-3
Portal Contents 9-4
Portal Header 9-5
Portal Buttons 9-7
Management Links 9-8
Organization Links 9-8
Administration Links 9-9
Remote Web Workplace Idle Time 9-9
Remote Web Workplace Advanced Features 9-10
User Password Expiry 9-11
Outlook Web Access 9-13
Outlook Web Access GUI 9-15
OWA Header 9-15
Mail 9-20
Calendar 9-21
Contacts 9-22
Tasks 9-22
Documents 9-23
Public Folders 9-23
Remote Desktop Web Access 9-24
Companyweb Internal Web Site 9-26
Outlook Anywhere 9-27
Outlook Mobile Access 9-28
VPN Connectivity 9-31
Create a Connection 9-31
Connect to SBS Resources via VPN 9-31
VPN Access Permissions 9-32
Summary -34
Chapter 10: Fax and Print 10-1
Introduction 1-1
SBS Fax 10-2
SBS Fax Modem 10-3
SBS Fax Service Setup 10-3
SBS Network Printing 10-5
Physically Connecting a Printer 10-5
Connecting a Network Printer 10-7
SBS Printer Setup 10-10
Deploy Printer via Group Policy 10-13
Windows Vista 10-13
Windows XP Professional, Windows 2000 Professional 10-18
Configure the Vista Workstation Fax Service 10-21
Windows Vista Fax and Scan 10-22
Summary 1024
Chapter 11: Internet and the Web 11-1
Introduction 1-1
Office Live Small Business Setup 11-3
Set Up Your Microsoft Office Live Small Business Web Sites 11-3
Office Live Small Business Web Site 11-6
Office Live Small Business Management Portal 11-7
Modify the Default Office Live Small Business Web Site 11-10
Office Live Small Business Applications Web Site 11-12
Summary 11-15
SECTION THREE – Small Business Server 2008 Administration
Chapter 12: Daily, Weekly, Monthly, and Annual Tasks 12-1
Backup Setup 12-5
SBS 2008 Backup 12-5
SS-SBS Backup Tasks and Wizards 12-7
Rotations 12-10
Compliance Considerations 12-10
On-Premise Third-Party Backup 12-10
Harry’s View 12-11
Philip’s View 12-11
Off-Premise Third-Party Backup 12-12
Harry’s View 12-12
Philip’s View 12-13
AntiVirus and Malware 12-13
Harry’s View 12-14
Philip’s View 12-14
Forefront Server Security for Exchange SP1 Reports 12-15
Live OneCare for Server Status 12-15
Task Scheduler 12-16
WSUS Update Monitoring 12-18
Quick Hitters 12-19
Daily/Weekly 12-19
Monthly/Annual 12-20
Role of Managed Services 12-22
Harry 12-22
Philip 12-23
Karl 12-24
Managed Services and the Daily/Weekly/Monthly checklist 12-25
Patch Management 12-26
Summary 1226
Chapter 13: Monitoring Small Business Server 2008 13-1
You Are Already Doing It! 13-2
Configuring Monitoring 13-3
Interpreting Monitoring Settings and Results 13-8
More Monitoring Tools 13-9
Snap-Ins 13-10
Baselining 13-11
Task Manager 13-12
Disk Defragmenter 13-12
Performance Monitor 13-13
Command Line Stuff 13-16
Event Log Structures 13-17
Poor Man’s Managed Services 13-21
Back to Business! 13-22
Third Partyisms 13-23
SBS Code Plex 13-23
Level Platforms (LPI) 13-24
Kaseya 13-25
Summary 1326
SECTION FOUR – Small Business Server 2008 Advance Topics
Chapter 14: Small Business Server Advanced Security 14-1
Thinking Security! 14-1
Desktop Security 14-2
Acceptable Use Policy 14-3
Group Policy Workstation Security Settings 14-4
Local Policies: User Rights Assignment 14-5
Local Policies: Security Options 14-7
Shared Remote Connectivity Protection 14-8
Remove Disconnect from Start Menu 14-9
Set GPO to Enforced 14-12
Group Policy User Security Settings 14-13
Screen Saver Management 14-13
Deploy Windows Defender to XP Pro Clients 14-16
Share Setup 14-17
Download Package 14-18
Setup Delivery 14-20
Summary 1422
Chapter 15: SBS 2008 Premium and SQL Server 2008 15-1
Meet the “Other Server” 15-1
Installing Windows Server 2008 15-2
Meet SQL Server 2008 15-2
SQL Server Defined 15-4
Features and Functionality 15-4
Services and Databases 15-6
Installing SQL Server 2008 15-6
Using SQL Server 2008 15-8
Create a Database 15-8
Create a Table 15-8
Add Data 15-10
Query the Data 15-11
Line-of-Business Applications 15-11
Microsoft Dynamics 15-12
Third-Party General 15-12
Third-Party Narrow Vertical Markets 15-12
Custom 15-13
Summary 1513
Appendix A: Small Business Server 2008 Resources A-1
SBS Blogs -1
SBS Websites A-2
SBS Partner Sites A-2
SBS-related sites A-2
SBS User Groups and Partner Groups A-3
Appendix Z: Tips, Tricks Diagrams, and Grids A-5
SBS 2008 Direct Connect URLs A-5
Philip’s Lab Setup A-6
The Server Setup A-7
The Workstation Setup A-7
SPRINGERS User and Workstation Excel Spreadsheet A-9
Sample SPRINGERS Virtual Machine Setup Grid A-10
SPRINGERS Summary Network Report A-11
SPRINGERS Detailed Network Report A-12
Springer Spaniels’ Remote Web Workplace Portal A-13
Index A-15
cheersharrybbbb
Harry Brelsford, CEO at SMB Nation
www.smbnation.com
